Keefe, Bruyette & Woods Issues Positive Forecast for Axos Financial (NYSE:AX) Stock Price

Axos Financial (NYSE:AX) had its price target increased by research analysts at Keefe, Bruyette & Woods from $100.00 to $110.00 in a report released on Friday,Benzinga reports. The firm currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods’ price target would suggest a potential upside of 16.16% from the company’s current price.

A number of other research analysts have also commented on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Axos Financial in a research report on Monday, December 29th. DA Davidson lifted their price objective on Axos Financial from $106.00 to $107.50 and gave the company a “buy” rating in a research note on Monday, December 8th. Finally, Needham & Company LLC upped their target price on Axos Financial from $107.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday. Six equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $99.58.

Axos Financial Stock Performance

NYSE:AX opened at $94.70 on Friday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.12 and a current ratio of 1.12. The firm has a market cap of $5.36 billion, a price-to-earnings ratio of 12.68 and a beta of 1.26. Axos Financial has a 52-week low of $54.46 and a 52-week high of $99.82. The business’s fifty day moving average is $88.18 and its 200 day moving average is $85.99.

Axos Financial (NYSE:AX) last announced its quarterly earnings results on Thursday, January 29th. The company reported $2.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.07 by $0.18. The firm had revenue of $385.09 million for the quarter, compared to the consensus estimate of $345.89 million. Axos Financial had a net margin of 22.41% and a return on equity of 16.72%. Research analysts predict that Axos Financial will post 7.22 EPS for the current year.

Insider Activity

In other news, Director Tamara N. Bohlig sold 2,145 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $86.23, for a total value of $184,963.35. Following the transaction, the director owned 12,919 shares in the company, valued at approximately $1,114,005.37. This trade represents a 14.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Edward James Ratinoff sold 2,145 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $84.59, for a total transaction of $181,445.55. Following the completion of the sale, the director directly owned 46,209 shares in the company, valued at approximately $3,908,819.31. This trade represents a 4.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 4.85% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Franklin Resources Inc. lifted its holdings in Axos Financial by 198.0% in the 3rd quarter. Franklin Resources Inc. now owns 414,178 shares of the company’s stock worth $35,060,000 after buying an additional 275,191 shares during the period. American Century Companies Inc. raised its holdings in shares of Axos Financial by 10.5% during the second quarter. American Century Companies Inc. now owns 2,378,121 shares of the company’s stock valued at $180,832,000 after acquiring an additional 226,892 shares in the last quarter. Boothbay Fund Management LLC bought a new position in shares of Axos Financial during the second quarter valued at approximately $9,639,000. Edgestream Partners L.P. lifted its stake in Axos Financial by 199.7% in the second quarter. Edgestream Partners L.P. now owns 165,283 shares of the company’s stock worth $12,568,000 after acquiring an additional 110,136 shares during the period. Finally, UBS Group AG lifted its stake in Axos Financial by 65.7% in the third quarter. UBS Group AG now owns 267,312 shares of the company’s stock worth $22,628,000 after acquiring an additional 106,003 shares during the period. Institutional investors own 83.79% of the company’s stock.

Trending Headlines about Axos Financial

Here are the key news stories impacting Axos Financial this week:

• Positive Sentiment: Fiscal Q2 beat — Axos reported EPS above consensus and stronger revenue, driven by higher net income and margin expansion; this is the primary catalyst for the stock move. Axos Financial (AX) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Growth guidance — Management outlined low‑to‑mid‑teens loan growth for 2026 and is positioning the Verdant acquisition to expand the loan book, supporting forward revenue/NII expectations. Axos Financial outlines low to mid-teens loan growth for 2026 while integrating Verdant acquisition
• Neutral Sentiment: Earnings call detail — The Q2 earnings call/transcript provides management color on deposit trends, net interest income dynamics, capital and expense plans; useful for gauging sustainability but not an immediate surprise beyond the beat. Axos Financial Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Official press release & financials — BusinessWire/press materials list net income (~$128.4M) and diluted EPS (~$2.22) with a slide deck that investors can use to verify assumptions and line items driving the beat. Axos Financial, Inc. Reports Second Quarter Fiscal Year 2026 Results
• Negative Sentiment: Integration and execution risk — While the Verdant deal supports loan growth, integration costs, execution risk and near‑term expense or capital pressure could temper margins before accretion is realized. Axos Financial outlines low to mid-teens loan growth for 2026 while integrating Verdant acquisition

Axos Financial Company Profile

Axos Financial, Inc (NYSE: AX) is a diversified online banking and financial services holding company headquartered in San Diego, California. The firm traces its origins to 1999 with the launch of Bank of Internet USA and rebranded as Axos Financial in December 2018 to reflect an expanded suite of digital offerings. Axos Financial operates through its wholly owned subsidiary, Axos Bank, providing a technology-driven banking platform that serves both retail and commercial clients across the United States.

Through its digital banking platform, Axos Financial delivers a range of deposit products, including checking and savings accounts, money market and certificate of deposit accounts, as well as individual retirement accounts.